Jose Borro

Home > Financial Advisor Directory > florida > miami

About Jose Borro

Jose was born and raised in Naples, Florida, the son of Cuban immigrants whose journey to the United States shaped his deep appreciation for family, hard work, and opportunity. Those values continue to guide how he serves the individuals and families he works with today.

After more than a decade in the financial services industry, Jose founded AirMar Wealth Management with a simple goal: to make financial guidance more personal, clear, and grounded in real life. He works with individuals and families to help them organize, plan, and make informed decisions about their financial future based on their unique goals and circumstances. At the center of his approach is a straightforward belief that your life comes first, and your financial plan should support it, not complicate it.

Outside of work, Jose enjoys time on the water and the South Florida lifestyle with his wife, Lauren, and their son, Judah.

See Disclosures

General Information

CRD#

6010700

Firm CRD#

8733

Insurance License#

W090071

States Licensed in

FL, NC

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Jose has worked in the financial services industry since 2010, building experience across retirement planning, wealth management, investment advisory services, and financial planning. Throughout his career, he has served clients through several nationally recognized financial institutions, including VALIC Financial Advisors, Merrill Lynch Wealth Management, RBC Capital Markets, Prudential Financial, and LPL Financial.

Over the years, Jose has worked with individuals, families, and business owners to address a wide range of financial planning needs, including retirement planning, investment management, risk management, and wealth accumulation strategies. His experience spans both advisory and planning focused roles, providing exposure to a broad range of financial situations and client objectives.

Today, Jose brings this experience to AirMar Wealth Management, where he continues to help clients evaluate financial decisions and develop strategies aligned with their goals, priorities, and personal circumstances.

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management

Compliance

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CPFA

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Long Term Care, Variable Life, Disability, Annuity, Life, Health, Variable Annuity, HMO

Firm Information

Total Assets Under Management by Advisor

<$30mil

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000.00

Compensation Methods

Commissions, Flat Fee, Based on Assets, Hourly

Minimum Fee Charged for Managed Accounts

$500

Minimum Fee Charged for Hourly Planning Accounts

$500

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Enterprise, LLC (LPLE). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf

Disclaimer

Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor. Member FINRA & SIPC, and an affiliate of LPL Financial.

Prudential Advisors' is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (PICA) and its insurance company and other affiliates (collectively Prudential). Prudential Advisors financial professionals are licensed insurance agents of Prudential.

Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under Prudential Advisors. LPLE and LPL Financial are not affiliated with Prudential or the AirMar Wealth Management.

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Prudential Advisors / LPL Enterprise